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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (93275)	2/15/2000 1:55:00 PM
From: Charles R	Read Replies (1) of 1572639

Scumbria, <I think that a 1.5 GHz Willamette is bad news for AMD long term. It is a very immature design, and is already running fast. > It could be for 2001 if AMD can't get Sledgehammer in time. I don't think we will see much damage in 2000. I don't see much of a chance that there will be volume on Wilamette this year. In the mean time AMD has plenty of time to gain market share in laptops and servers. Financially, AMD should do extremely well through mid-2001 on Athlon strength (assuming decent execution, of course). <The deep pipeline on Willamette is going to cause other processors a lot of trouble, including Athlon, PowerPC, HP, Sun, Alpha, and Merced.> The only volume processor of consequence here is Athlon. Others don't amount to much in terms of volumes or revenues. Regardless, Alpha probably can hold up if they execute. PowerPC has been behind for a while now. Sun is somewhat protected for a while because of market leadership. I find Merced situation most interesting to watch. How can Intel promote a 800Mhz processor when its little brother is running at twice the speed? Chuck

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